Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.2B
AUM Growth
-$2.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,892
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$230M
3
+$178M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$151M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$126M

Top Sells

1
+$208M
2
+$125M
3
+$113M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$106M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$103M

Sector Composition

1 Technology 12.69%
2 Healthcare 9.34%
3 Financials 8.63%
4 Consumer Discretionary 6.81%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$14K ﹤0.01%
+1,132
2627
$11K ﹤0.01%
35,880
2628
$8K ﹤0.01%
20,050
2629
$7K ﹤0.01%
400
2630
$5K ﹤0.01%
+400
2631
$3K ﹤0.01%
550
2632
– –
-9,923
2633
– –
-2,670
2634
– –
-8,316
2635
– –
-7,844
2636
– –
-37,082
2637
– –
-34,540
2638
– –
-2,324
2639
– –
-41,136
2640
– –
-35,453
2641
– –
-23,242
2642
– –
-4,665
2643
– –
-16,535
2644
– –
-4,783
2645
– –
-5,910
2646
– –
-7,826
2647
– –
-1,318
2648
– –
-3,092
2649
– –
-6,394
2650
– –
-160
104 105
106
107 108